Posted on May 19, 2025, by Niftynews
Delhivery Share Price jumped by over 9% on May 19, 2025, after the logistics tech company reported a surprise return to profitability in Q4FY25. With a net profit of ₹72.56 crore, this marks a significant reversal from losses in previous quarters and signals a broader turnaround in Delhivery financial health.
The strong earnings print and margin expansion were cheered by investors, pushing the stock to an intra-day high of ₹350.80 on the NSE.
🧾 Key Financial Highlights – Q4FY25
- Net Profit: ₹72.56 crore
(vs. ₹68.47 crore loss in Q4FY24, and ₹24.99 crore profit in Q3FY25) - Revenue: ₹2,191.57 crore
(+5.6% YoY, -7.8% QoQ) - EBITDA: ₹119 crore
(+160% YoY, +16.3% QoQ) - EBITDA Margin: 5.4%
(+322 bps YoY, +113 bps QoQ)
Despite a sequential decline in revenue, margin gains and improved cost efficiencies boosted investor sentiment and helped Delhivery deliver a solid bottom-line performance.
📊 Delhivery Share Price Performance
| Metric | Value |
|---|---|
| Intra-day High (May 19) | ₹350.80 |
| Change (%) | +9.3% |
| 52-Week High | ₹461.00 |
| 52-Week Low | ₹236.80 |
| May 2025 Gain (So far) | +15.5% |
| April 2025 Gain | +20% |
| 1-Year Return | -26% |
While the stock is still 24% below its 52-week high, it has gained momentum in recent months. The strong Q4 results add to a three-month rally, offsetting sharp losses in the first two months of 2025.
📦 Operational Metrics: Shipment Growth Remains Steady
Delhivery maintained stable parcel volumes in Q4, a key metric in the logistics business.
- Q4FY25 Parcels Shipped: 177 million
- Q4FY24 Parcels Shipped: 176 million
- FY25 Total Parcels: 752 million
- FY24 Total Parcels: 740 million (+2% YoY)
Volume stability and improved profitability highlight successful cost optimization and operational leverage.
🤝 Big Bet Ahead: ₹1,400 Crore Acquisition of Ecom Express
In a strategic move to consolidate its position in India’s e-commerce logistics market, Delhivery plans to acquire a controlling stake in Ecom Express for ₹1,400 crore. The proposed deal is currently under review by the Competition Commission of India (CCI).
If approved, this acquisition would:
- Strengthen Delhivery’s last-mile delivery capabilities
- Expand its logistics network into Tier-2 and Tier-3 cities
- Enhance parcel processing and reverse logistics operations
- Create synergy in route planning and cost efficiencies
🗣️ CEO Commentary
“We continue to deliver steady performance in our core transportation businesses. Our ongoing measures to improve profitability are visible in Q4 numbers and we expect continued momentum as growth picks up in FY26.”
— Sahil Barua, CEO & MD, Delhivery
This reinforces investor expectations of sustained earnings growth and operational momentum into the next financial year.
🔍 Analyst Take: Is Delhivery Share Price Headed Higher?
✅ Bullish Indicators
- Strong return to profitability in Q4
- Margin expansion and cost discipline
- Consistent shipment volumes
- High-potential acquisition of Ecom Express
- Strong FY25 profit: ₹162.11 crore vs. ₹249.19 crore loss in FY24
⚠️ Points of Caution
- Revenue decline QoQ
- Competitive pressures in the logistics space
- Regulatory approvals pending for acquisition
Analysts suggest watching for Q1FY26 guidance and updates on the Ecom Express deal as next triggers for the stock.
🔮 What Lies Ahead for Delhivery Investors?
With FY25 net profit at ₹162.11 crore and revenue at ₹8,932 crore (+10% YoY), Delhivery has set a strong base for FY26. Key focus areas for investors:
- Timely completion and integration of Ecom Express
- Further margin expansion strategies
- Scale-up in reverse logistics and e-commerce partnerships
- Capital allocation for tech infrastructure and automation
📝 Final Thoughts: Should You Buy Delhivery Stock Now?
The 9% surge in Delhivery Share Price signals renewed investor optimism after a tough year. With profitability restored, a major acquisition on the table, and improving unit economics, Delhivery is once again a stock to watch in India’s logistics and tech-enabled supply chain space.
✅ Ideal for:
- Growth-focused investors
- Tech-logistics sector exposure
- Long-term bets on e-commerce infrastructure
⚠️ Considerations:
- Medium-term volatility
- Execution risk on acquisitions
- Competition from emerging logistics startups
Conclusion: Delhivery Q4 performance is a clear signal that its strategic efforts are working. As India’s e-commerce and logistics industries expand, Delhivery Share Price could see further upside—provided it sustains profit momentum and executes on its acquisition goals.
